ICVT vs TMB

AICVT

BTMB

Measures won1–3TMB wins · of 6 · 5Y

$10,000 · 5Y$11,499ICVT

Lowest cost0.20%ICVT · $20 on $10k

Most income4.30%TMB · $430 on $10k

Smallest drop−2.7%TMB · worst fall in 1Y

Held in common0.0%ICVT and TMB

ICVT

TMB

iShares Convertible Bond ETF · $7.1BThornburg Multi Sector Bond ETF · $305M

+16.2%3 years · per year$15,677 · […][…]

+3.8%5 years · per year$12,052 · […][…]

0.20%Expense ratio$20 · $55 on $10k · lower wins0.55%

1.57%12-mo yield$157 · $430 on $10k4.30%

−16.3%Worst dropSmaller wins−2.7%

18.4%VolatilityLower wins3.2%

1–3TMB wins

$10,000 · 5 yearsOne scale

Shared top holdingsICVT · TMB

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.1B
2	BTMB	Thornburg Multi Sector Bond ETFRead Desk		0.55%	4.30%	+0.4%	+0.9%	+1.7%	new	new	−2.7%	$305M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.1B
2	BTMB	Thornburg Multi Sector Bond ETFRead Desk		0.55%	4.30%	+0.4%	+0.9%	+1.7%	new	new	−2.7%	$305M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ICVT vs TMB

ICVT

iShares Convertible Bond

$12,052

TMB

Thornburg Multi Sector Bond

[…]

MeasureICVTTMB

Fee0.20%0.55%

Cost on $10k a year$20$55

Yield1.57%4.30%

5 years, per year+3.8%[…]

3 years, per year+16.2%[…]

Worst drop · 1Y−16.3%−2.7%

Volatility · 1Y18.4%3.2%

3–1measures won
TMB first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ICVT, TMB

Today

0.0%most shared, ICVT and TMB

ICVTTMB

ICVT—0.0%

TMB0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$375most kept, TMB

TMB$430 − $55 = $375

ICVT$157 − $20 = $137

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee